Trust Litigation Attorney in Anaheim

Whether you’re mourning a loved one or looking into creating a trust, stress should be the furthest thing from your mind. Choosing the right estate planning attorney is important because it can prevent the already-unfamiliar situation from becoming a frustrating and expensive one. Joel F. Pipes & Associates employs only the most trustworthy, knowledgeable, compassionate, and professional people. Our expert team takes a completely personalized approach to every single case. If you’re more comfortable with a house call than an in-office meeting, we’re happy to accommodate. We’re glad to do anything we can to make this tough time a little more manageable. If you’re on the hunt for a probate litigation attorney in Anaheim or an estate planning lawyer, you’ve found just that in our well-versed law firm.

Services

Estate Planning

Whatever your age, estate planning is a smart strategy. Whether you’ve just begun your adult life or you’re nearing retirement, a well-crafted estate plan will provide more peace of mind than you ever thought possible. Let us know if you’re looking for advice from a local estate planning attorney, you need help with preserving your estate, or you’d like to create a will to plan for the future of your family and assets. Your custom estate plans should give your loved ones a clear sense of your legacy and the message you want it to convey. Call us today for a free consultation with one of our talented estate planning lawyers.

When you start the estate planning process, you’ll want to be sure your lawyer is brushed up on estate planning law. Not all estate planning services measure up. Joel F. Pipes has been a local estate planning attorney for more than 20 years. He and his team genuinely care about your wishes, your family, and you. He works tirelessly to personalize each estate plan to meet the individual needs of each client and to help their loved ones avoid probate. Maybe your internet search for an “estate planning attorney near me” returned us as a result, or perhaps you have a friend or family member who referred you. No matter how you found us, we’re humbled by the honor of guiding our clients through the sensitive and personal process of estate planning.

Revocable Trust

Because of their flexibility, revocable trusts are the most common type of trust. Often referred to as living trusts, revocable trusts can be canceled or modified at any time throughout the life of the trustor. Your Anaheim estate planning lawyer can walk you through the benefits of this type of trust, which include maintained control of your assets, protection in the event of incapacity, avoiding probate, and preservation of privacy. A revocable living trust is a wise choice because it typically works well in conjunction with living wills – another common and essential component in the process of estate planning.

Irrevocable Trust

Irrevocable living trusts differ from revocable trusts in a number of ways, and they aren’t the right fit for every individual. An irrevocable trust cannot be altered without beneficiary consent. Like revocable trusts, you’ll be protected if you become incapacitated, probate will be circumnavigated, and your privacy will be completely protected.

Irrevocable trusts also offer benefits that revocable trusts don’t allow for. Trustees will enjoy reduced taxation, and they’ll be protected from the creditors of the trustor. However, they don’t offer the same level of flexibility as a revocable trust. They are much more complex, and they leave you at the mercy of the trustee by forcing you to relinquish asset control. It’s important to consult a trustworthy estate planning attorney before choosing between these trust types. We’ll work with you to consider the advantages and disadvantages of each, and we’ll advise you as you make this important decision.

Reasons You Need a Trust

Everyone thinks they know how their family members or friends will share and distribute their assets after their passing. However, a trust is the only way to truly guarantee that every wish is honored and your assets go exactly where you intended. Trusts have a number of advantages, including:

Protection in the event of a divorce
Protection from creditors
Making life-long gifts to your heirs or children
Avoiding probate
Tax benefits

Probate

Probate is a process that takes place in court. During the proceedings, titles are changed on all of the deceased individual’s assets. Although there are certain assets that don’t require probate, there are also many that do. Probate is oft-dreaded for its expensive, drawn-out, and long nature. With guidance from your trusted Anaheim estate planning attorney, you can easily prevent the stress of probate for your loved ones.

If you’ve recently lost a loved one who didn’t have a trust, you’re probably overwhelmed by what lies ahead. If you’re searching for a local probate attorney to assist you with probate administration and help you navigate this uncertain time, that’s what we’re here for. You can’t always avoid needing a probate lawyer. Sometimes, people pass suddenly. Other times, individuals may simply not realize how important estate planning is. Either way, our probate lawyers will help you through the confusing and sensitive probate process. Your probate attorney will guide you through funeral planning expenses, asset distribution, and all the other steps of probate.

When you’re faced with probate, you’ll suddenly have a seemingly endless to-do list. One item you can remove now is, ”finding a probate attorney near me.” We’ll be there to help you with property appraisal; paying taxes and creditors; identifying and notifying heirs, beneficiaries, and creditors; appointing an executor; and so much more. Don’t put yourself through the stress of navigating probate by yourself. Call us now and allow us to take something off your plate during this tough season of life.

Trust Litigation

Trusts are a great option for distributing and protecting your assets when you’ve passed. What if there’s a problem with the trust, though? Pursuing trust litigation can be daunting, but it’s easy to find a reliable trust litigation lawyer in Anaheim – just call Joel F. Pipes & Associates. Trust litigation is required for a variety of reasons, including:

  1. To prompt a trustee to distribute the assets of the trust and complete administration of said trust.
  2. To obtain an interpretation of an ambiguous trust term and establish the intent of the settlor.
  3. To remove a trustee and replace them with a more appropriate person.
  4. To recover trust funds that have been misappropriated by the trustee.
  5. To obtain a copy of the trust documents or other withheld trust-related information, such as an accounting of trust assets, tax returns, etc.)
  6. To propose that the trust instrument was a product of fraud, duress, or undue influence.

Ideally, trusts would all be simple to manage. However, some trusts are poorly-worded and hard to interpret. Some trustees are untrustworthy, nefarious, or hard to get along with. Legal proceedings and death can be very complicated. You might need a trust litigation lawyer for a variety of reasons.

Keeping other trustees honest, honoring your deceased loved one’s wishes, and protecting yourself in the process can be a challenge. Going to court without legal counsel and proper support from a trust litigation attorney can be scary – and it can cost you in the long run. Don’t embark on this journey by yourself – call us for a free consultation! No matter if you’re a beneficiary or a fiduciary, our legal staff will give you the representation you so richly deserve.

Probate Litigation

Probate litigation occurs when one individual brings a claim against another during the probate process, or when a dispute takes place during probate. If you need legal representation to get through the stressful and confusing probate process, reach out to Joel F. Pipes – the most personable and trustworthy probate litigation lawyer in Anaheim.

A probate litigation attorney is crucial when you’re trying to navigate the process of probate litigation. Not only will your probate litigation lawyer fight on your behalf, but they’ll also help you ensure that the wishes of your loved one are honored. Reasons for pursuing probate litigation include:

  • To suspend the trustee’s powers
  • To reclaim property that rightfully belongs to the trust
  • To ask the court to instruct the trustee in performing a certain task
  • To compel the trustee to provide a copy of the trust
  • To ask the court to instruct the trustee to account formally for information that may have been falsified or withheld
  • To appoint a successor trustee
  • To remove the trustee
  • To obtain financial information from the trustee
  • To seek damages against the trustee
  • To appoint a temporary trustee

No matter why you’ve decided to pursue probate litigation, you’ve found the right law firm to provide you with an experienced and thorough Anaheim probate lawyer. Call us today to schedule a free consultation, where we’ll walk you through the entire process of litigating probate. There’s no need for you to juggle all the tough conversations, assets, legal jargon, documents, and court hearings alone – just call your knowledgeable probate litigation attorney.